Thanks Lalit for reading and for your comment.

As an end user, I haven’t seen any innovation which breaks the paradigm of pay-per-byte except for mobile VAS. These include SMS ticket booking, dialtones, ringtone and such. The revenue from these seems low, although profitability is high.

ALU strategy of exposing service provider capabilities of SPs as APIs seems like a neat idea. I suspect problems will arise from security considerations of SPs and the bureaucracy. For example, if OTTs are required to submit a detailed plan about what they’ll do with a SP API (valid security concern for SP) before they are granted access, innovation will be stifled. Perhaps user based access to SP capabilities rather than application based access may help. Of course, all this is speculative at this stage

Good to read your views on Telecom. Telecom is certainly a infra with number of services taking the commodity route. However Telecom operators continue to innovate and bring in new services to improve their value prop.

Regards
Lalit